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China's vast industrial overcapacity and weak domestic consumption threaten global economic balance and may trigger rising protectionism. Record-breaking Chinese exports face mounting global pushback, increasing risks for investors in China, especially in industrial sectors.
I reiterate my Buy rating on iShares China Large-Cap ETF, emphasizing its compelling value versus U.S. equities despite significant political risk. FXI trades at half the S&P 500's P/E (11.10 vs. 22.54), with a 1.98% yield and strong liquidity, but suffers from poor momentum and high perceived risk. The upcoming Trump-Xi summit presents a near-term catalyst; both leaders have incentives to reach mutually beneficial agreements, potentially igniting FXI shares.
China's corporate profits surged in Q2, but weak markets and economic challenges keep these four China ETFs in focus.
China's exports and imports gathered momentum in August, as the world's second-largest economy faces mounting pressure to rebalance trade.
The United States and China are set to make some announcements on agriculture and non-tariff barriers during a visit by Chinese President Xi Jinping to Washington this month, U.S. Trade Representative Jamieson Greer said on Thursday.
Sam Vadas focuses on moves outside of U.S. equities by explaining what's driving the selling action in Chinese stocks on Tuesday. Marley Kayden turns to the macro front by looking at the pressure on existing home sales.
China's exports rose more than expected in July, as global demand for high-tech components continues to absorb the country's manufactured goods.
July was riddled with small reversals brewing beneath the surface of the market's quiet headline returns. Capital pivoted from growth into value, large caps into small caps, and the newer digital economy into the real economy — as evidenced by strength in financials, healthcare, and real estate.